Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,347 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
43,375
shares
|
$2.74 Million
0.47% of portfolio
|
Q1 2025
Reduced 47.11%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
43,270
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,153
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2023
Added 26.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
43,128
shares
|
$2.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
43,057
shares
|
$2.72 Million
0.08% of portfolio
|
Q2 2025
Added 70.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
42,727
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Added 69.17%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
42,630
shares
|
$2.69 Million
0.34% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
42,033
shares
|
$2.65 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
41,973
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2024
Added 23.95%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
41,591
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
41,300
shares
|
$2.61 Million
1.69% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
41,088
shares
|
$2.59 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
41,068
shares
|
$2.59 Million
0.46% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
40,885
shares
|
$2.58 Million
0.37% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
40,797
shares
|
$2.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
40,776
shares
|
$2.57 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
40,768
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Added 46.71%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
40,748
shares
|
$2.57 Million
0.15% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
40,736
shares
|
$2.57 Million
0.67% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,481
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2023
Reduced 1.16%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,426
shares
|
$2.55 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
40,183
shares
|
$2.53 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
39,898
shares
|
$2.52 Million
0.03% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
39,725
shares
|
$2.51 Million
0.07% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
39,453
shares
|
$2.49 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.26%
|